See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,472 | $56,199-47.6% | $67,652-56.4% | $59,632-50.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.99% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $732 | $1,614-54.7% | $2,266-67.7% | $2,203-66.8% |
| Participant deferral / active EE | $2,983 | $2,844+4.9% | $3,560-16.2% | $3,192-6.5% |
| Admin fee / account holder | $9,507 | $3,958+140.2% | $4,821+97.2% | $4,297+121.3% |